Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 05-14-2024 | 03-31-2024 | 1913 | 73,370,478,974 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CSX CORP | COMMON STOCK | 401 | $918,305 | 24,772 | 0.00 | 0.00 | 15,258 | 160.37 | 03-31-2024 |
| Vanguard ETF/USA | ETF | 402 | $912,519 | 20,007 | 0.00 | 0.00 | 1,542 | 8.35 | 03-31-2024 |
| PALO ALTO NETWORKS INC | COMMON STOCK | 403 | $908,079 | 3,196 | 0.00 | 0.00 | 3,129 | 4670.15 | 03-31-2024 |
| SELECT SECTOR SPDR | ETF | 404 | $903,635 | 4,914 | 0.00 | 0.00 | -2,403 | -32.84 | 03-31-2024 |
